Serial Number
97478797
Owner
Consultiva Wealth Management, Corp.Attorney
Daniel KoburgerFirst Use Date
Mar 28, 2001
Filing Date
Jun 28, 2022
CONSULTIVA Trademark
Serial Number: 97478797
Trademark Classes
Owner Contact Info
250 Avenue Luis Muñoz Rivera, Suite 415
San Juan, PR 00918
Entity Type: 03
Legal Representation
Correspondence Address
Daniel Koburger KBL Roche
183 Madison Ave Ste 1415
New York, NY 10016
United States
Trademark Details
Filing Date
June 28, 2022
Registration Date
Not Registered
First Use Anywhere
March 28, 2001
First Use in Commerce
March 28, 2001
Goods & Services
Business management; Business management advice; Business management analysis; Business supervision; Business management supervision; Business records management; Business risk management; Financial statement preparation and analysis for businesses; Outsource service provider in the field of business management; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof
Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Assessing insurance claims; Assessment and management of real estate; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial data analysis; Fiscal valuations and assessments; Global investment research services; Investment advice; Investment advisory services; Investment management; Investment risk assessment services; Providing financial assessment services to endowments, pension funds, corporate reserves, insurance companies, welfare plans, state government entities, retirement plans (401k, 403B and 1081.01), families, individuals and credit unions; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services